# Copper Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Copper Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Copper Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/141642/copper-crm --- # Copper Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 28, 2025 Written byBarkha Bali Barkha Bali Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra so... [See bio & all articles](https://www.capterra.com/resources/author/bbali/) Content Writer Edited byMehar Luthra Mehar Luthra Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade... [See bio & all articles](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Written by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade in the editorial space, having served as a content writer, editor, editorial head, and now as a team lead. [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Copper Copper Overview: ### Key takeaways Insights from verified Capterra reviews Copper helps small businesses manage contacts, leads, and tasks directly from Gmail. It’s most used by sales and admin teams who rely on Google Workspace daily. Users value its ease of use and email-based task tracking, but watch out for reporting limitations and duplicate contact issues. Advanced features like workflow automation and custom reports support growing teams. ### Our verdict It’s useful for teams that want customer relationship management (CRM) functionality built into their daily email workflows. Its Gmail-based design simplifies task tracking and contact updates, but buyers should weigh trade-offs like limited reporting flexibility and duplicate handling. For teams already using Google Workspace, the integration depth and automation tools may justify the investment. Overall rating Based on 622 user reviews Reviews sentiment Positive 88% Neutral 6% Negative 6% Pros & cons Seamless Google workspace integration Intuitive and simple user experience High cost and limited value Recurring technical glitches and slow fixes Starting price $12 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Copper alternatives While Copper supports Gmail-based workflows and lightweight CRM needs, teams prioritizing deeper reporting flexibility, broader integrations, or mobile-first usability may find it less aligned with their day-to-day requirements. Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/141642/Copper/alternatives/) ## Who uses Copper? Based on Capterra reviews from the past 5 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Seamless Google workspace integration 93% positive reviews out of 138 Most reviewers describe integrations as robust, especially with Google Workspace, enhancing workflow efficiency and connectivity. luz U teacher, 2 - 10 employees. "What I like the most about this platform is that it has an incredible integration with Google applications." High cost and limited value 41% negative reviews out of 56 Some users say pricing is steep, with necessary features requiring costly upgrades and limited affordability compared to alternatives. Ramiro F Operations Coordinator, 2 - 10 employees. "The basic plan is not good enough so you need at least the mid tier plan which may be expensive if you don't want to expend too much money." Intuitive and simple user experience 95% positive reviews out of 131 Most users report ease of use, with a straightforward interface that simplifies navigation and daily organization. Recurring technical glitches and slow fixes 78% negative reviews out of 49 Most users report persistent bugs, slow loading, and unresolved technical problems that disrupt workflow and cause frustration. Automated and organized task workflows 95% positive reviews out of 40 Most reviewers find task management streamlines follow-ups, automates reminders, and integrates seamlessly with Google tools. Andrea O owner, 2 - 10 employees. "I really like it, I can set reminders, set tasks and easily track the progress of my sales opportunities, all without having to do tedious administrative tasks, it's great." Difficult cancellation and strict refund policy 90% negative reviews out of 31 Most reviewers indicate cancellation and refunds are inflexible, with confusing processes and frequent issues retrieving unused payments. Anna A Head of Sales, 51 - 200 employees. "The billing and cancellation process is rigid and inflexible, especially for long-time customers who simply forget a legacy seat renewal." ## Copper's interface The interface is built around Gmail, making it familiar for users. Reviewers describe it as clean and intuitive, with quick access to tasks, contacts, and pipelines. However, some mention friction with filters, duplicate entries, and limited customization in reporting. 2+ Barkha Bali Content Writer Teams working with Gmail will likely find Copper’s layout easy to adopt, especially for tracking tasks and conversations. Plus, the ability to create tasks from emails and view them at a glance speeds up follow-ups, though sorting and filtering can feel inconsistent. Ease of Use 4.5 (599) 4.5 Based on 599 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Copper’s top-rated features help teams stay organized across contacts, tasks, and pipelines without leaving their inbox. The Gmail-centered design streamlines daily workflows, making it easier to manage follow-ups, track progress, and reduce manual updates. Features 4.1 (569) 4.1 Based on 569 reviews The Copper features below were rated the highest by reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Calendar/reminder system 4.2 (42) 42 reviewers rated this feature Helps teams stay on track with tasks and follow-ups. Reminder emails feel helpful, not spammy, and Google integration adds convenience. Google integration adds convenience, though some prefer SMS alerts. Contact management 4.2 (91) 91 reviewers rated this feature Tracks historical activity, tagging, and custom fields. Integrations with Gmail, Google Contacts, and Mailchimp simplify syncing, though handling duplicates and scrolling long lists can be tedious. Sales pipeline management 4.1 (77) 77 reviewers rated this feature Keeps every sales stage in one place. Customizable pipelines and total value views add clarity, and integration with contact management helps—but dashboard setup can be tricky. Workflow management 3.9 (41) 41 reviewers rated this feature Provides a visual layout of project stages to keep teams aligned. Useful for daily scheduling and relationship tracking, though navigation can be confusing and advanced workflows may need external tools. Interaction tracking 3.9 (76) 76 reviewers rated this feature Centralizes historical emails and meetings. Gmail and Google Workspace integration reduces manual entry. Reviewers say it helps teams stay informed, though SMS tracking and reporting flexibility are limited. Task management 3.8 (60) 60 reviewers rated this feature Allows task creation from emails and linking to contacts or cases. Scannable task views and reminders help, but sorting by date and assignment options are limited. Email series 0 reviewers rated this feature Send automated sequences of emails to leads or contacts. This helps nurture relationships over time, reduce manual follow-ups, and maintain consistent communication across the sales cycle. Custom reports 0 reviewers rated this feature Build tailored reports based on specific metrics and filters. This helps teams surface insights that match their business goals, track performance trends, and share relevant data with stakeholders. Workflow automation 0 reviewers rated this feature Lets users automate repetitive tasks such as assigning leads, updating fields, or sending alerts. This reduces manual effort, speeds up response times, and ensures consistency across CRM processes. Multi-currency support 0 reviewers rated this feature Facilitates transactions and reporting in multiple currencies. This is useful for businesses operating across regions, and helps manage deals, forecasts, and revenue tracking without manual conversions. All key features (115) Define levels of authorization for access to specific files or systems 50.00% of 8 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 63.16% of 19 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 100.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 50.00% of 10 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 33.33% of 3 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling 0% of 0 reviewers... Create and automatically send premade copy in response to customer messages 0% of 0 reviewers... Track and manage schedules and meetings via an integrated calendar 66.67% of 9 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 0.00% of 2 reviewers that rated this feature as important or highly important Helps teams stay on track with tasks and follow-ups. Reminder emails feel helpful, not spammy, and Google integration adds convenience. Google integration adds convenience, though some prefer SMS alerts. 42 reviewers rated this feature Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 50.00% of 2 reviewers that rated this feature as important or highly important Shortcuts for inputting frequently used messages 0% of 0 reviewers... Manage various distribution channels, build relations with channel partners, and track their performance 0% of 0 reviewers... Track the amount of clicks on individual products to measure campaign results 0% of 0 reviewers... Manage contact details and communication with clients 77.78% of 9 reviewers that rated this feature as important or highly important Track all company interactions with current clients 0.00% of 2 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together 36.36% of 11 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view 70.00% of 20 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 0% of 0 reviewers... Centralized database of stakeholders and their contact information such as names, address, phone number etc. 57.58% of 33 reviewers that rated this feature as important or highly important Tracks historical activity, tagging, and custom fields. Integrations with Gmail, Google Contacts, and Mailchimp simplify syncing, though handling duplicates and scrolling long lists can be tedious. 91 reviewers rated this feature Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 65.00% of 20 reviewers that rated this feature as important or highly important Build tailored reports based on specific metrics and filters. This helps teams surface insights that match their business goals, track performance trends, and share relevant data with stakeholders. 0 reviewers rated this feature A collection of customer information such as contact details, demographics, previous interactions, etc. 90.00% of 10 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content 0% of 0 reviewers... Visualize and analyze customer experience across all touchpoints and channels 75.00% of 4 reviewers that rated this feature as important or highly important Track customers' activities across social networks and maintain details about their demographics, preferences & more 0% of 0 reviewers... Provide online support for your customers through live chat or help desk functionality 0% of 0 reviewers... Customize data fields to support various needs and use cases 59.26% of 27 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 50.00% of 8 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 0.00% of 3 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications 66.67% of 27 reviewers that rated this feature as important or highly important Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency 0% of 0 reviewers... Graphical representation of data 66.67% of 3 reviewers that rated this feature as important or highly important Defines specific deal parameters to negotiate and secure deals 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 25.00% of 8 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 43.18% of 44 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Send automated marketing emails based on user actions over a predetermined period 0% of 0 reviewers... Manage, store and organize emails within the system or via third-party apps 64.00% of 50 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 60.00% of 20 reviewers that rated this feature as important or highly important Ability to oversee and optimize the operations of a mail server 0% of 0 reviewers... Reminders sent via email 0% of 0 reviewers... Send automated sequences of emails to leads or contacts. This helps nurture relationships over time, reduce manual follow-ups, and maintain consistent communication across the sales cycle. 0 reviewers rated this feature Pre-made examples and templates for emails 66.67% of 3 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails 0% of 0 reviewers... Tracks metrics that provide insight into how a user interacts with any interface or product 0% of 0 reviewers... Predefined actions automatically performed on the occurance of specific events 42.86% of 7 reviewers that rated this feature as important or highly important Create, save, and store files 0% of 0 reviewers... Primarily serving architecture, engineering, and construction industry professionals 0% of 0 reviewers... Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... For realtors, real estate investors, property managers, and other real estate professionals. 0% of 0 reviewers... Caters to sales teams 80.00% of 5 reviewers that rated this feature as important or highly important Designed for small businesses 0% of 0 reviewers... Primarily serving startup companies 100.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 23.81% of 21 reviewers that rated this feature as important or highly important Allows employees to set and manage work or career related goals 0% of 0 reviewers... Establish measurable goals and objectives and track their progress over a specific period of time 40.00% of 5 reviewers that rated this feature as important or highly important Organize, prioritize, and manage incoming communications 0% of 0 reviewers... Centralizes historical emails and meetings. Gmail and Google Workspace integration reduces manual entry. Reviewers say it helps teams stay informed, though SMS tracking and reporting flexibility are limited. 76 reviewers rated this feature Incorporation of a chat or messaging system within an organization's internal communication infrastructure 21.43% of 14 reviewers that rated this feature as important or highly important Visualization tool to organize and optimize tasks and track their status at every stage of workflow 0% of 0 reviewers... Automatically identify and save contact information of potential customers 65.63% of 32 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 47.37% of 19 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process 60.00% of 70 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information 0% of 0 reviewers... Score a lead on their quality or likelihood to buy based on certain behaviors 33.33% of 9 reviewers that rated this feature as important or highly important Divide leads into buckets based on predefined criteria and routing rules 0% of 0 reviewers... Automate workflows and trigger campaigns based on customer actions 50.00% of 2 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation 0% of 0 reviewers... Access software remotely via mobile devices 38.46% of 26 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 50.00% of 4 reviewers that rated this feature as important or highly important Facilitates transactions and reporting in multiple currencies. This is useful for businesses operating across regions, and helps manage deals, forecasts, and revenue tracking without manual conversions. 0 reviewers rated this feature Track all opportunities for potential sales and convert them into recurring revenue 100.00% of 1 reviewers that rated this feature as important or highly important Organize and manage the accomplishments and development of employees or performance of applications or systems 0% of 0 reviewers... A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 40.00% of 5 reviewers that rated this feature as important or highly important Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 0% of 0 reviewers... Predict future data based on historical data sets 0% of 0 reviewers... Plan and coordinate all the resources, costs and time needed to execute assignments 33.33% of 3 reviewers that rated this feature as important or highly important Tools designed to streamline the process of lead generation and management for sales teams 56.25% of 16 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 20.00% of 25 reviewers that rated this feature as important or highly important Receive data and information in real time 0% of 0 reviewers... Notifications that are delivered to users as soon as an event occurs 0% of 0 reviewers... Log and store the source of contacts/leads 38.89% of 18 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 60.00% of 10 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 53.45% of 58 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation 0% of 0 reviewers... Monitor sales and make necessary adjustment in order to increase demand and revenue 0.00% of 3 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Plan daily routes to optimize employee scheduling and provide directions 0% of 0 reviewers... Define, track, and/or automate sales activities and sales processes 0% of 0 reviewers... Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0% of 0 reviewers... Keeps every sales stage in one place. Customizable pipelines and total value views add clarity, and integration with contact management helps—but dashboard setup can be tricky. 77 reviewers rated this feature Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0% of 0 reviewers... Plan availability and assign specific time slots for tasks and resources 50.00% of 2 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 60.00% of 15 reviewers that rated this feature as important or highly important Group leads or contacts based on their specific characteristics 27.78% of 18 reviewers that rated this feature as important or highly important Share contacts with other applications like Gmail and CRM 71.43% of 14 reviewers that rated this feature as important or highly important Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 18.75% of 16 reviewers that rated this feature as important or highly important Attach digital tags to documents and assets for identification, search, or monitoring purposes 66.67% of 6 reviewers that rated this feature as important or highly important Allows task creation from emails and linking to contacts or cases. Scannable task views and reminders help, but sorting by date and assignment options are limited. 60 reviewers rated this feature Track and manage the scheduling of tasks 0% of 0 reviewers... Organize customer data and accounts by user or geography 26.67% of 15 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 55.00% of 20 reviewers that rated this feature as important or highly important SaaS, web-based, online deployment 66.67% of 9 reviewers that rated this feature as important or highly important Lets users automate repetitive tasks such as assigning leads, updating fields, or sending alerts. This reduces manual effort, speeds up response times, and ensures consistency across CRM processes. 0 reviewers rated this feature Provides a visual layout of project stages to keep teams aligned. Useful for daily scheduling and relationship tracking, though navigation can be confusing and advanced workflows may need external tools. 41 reviewers rated this feature Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Copper’s top-rated features help teams stay organized across contacts, tasks, and pipelines without leaving their inbox. The Gmail-centered design streamlines daily workflows, making it easier to manage follow-ups, track progress, and reduce manual updates. Features 4.1 (569) 4.1 Based on 569 reviews ## Pricing Value for money 4.1 (494) Copper’s Starter plan starts at $9 per user, per month (billed annually), or $12 billed monthly. This is well below the average small and midsize business (SMB) CRM budget of $74 per user, per month. Pricing scales by tier, with advanced features like automation and reporting available in higher plans. Free Trial [View pricing plan details](https://www.capterra.com/p/141642/Copper/pricing/) Starter $12.00 Per User,Per Month It includes: - 1,000 contacts - Activity feed - Forms - Tasks - Google Workspace Integration Basic $29.00 Per User,Per Month It includes: - 2500 Contacts - Google Workspace Integration - Pipelines - Contact Enrichment - Team collaboration Professional $69.00 Per User,Per Month It includes: - 15000 Contacts - Workflow Automation - Bulk email - Third-Party Integrations - Reporting Business $134.00 Per User,Per Month It includes: - Customization. Premium Support - Personalized Onboarding - Unlimited Contacts - LinkedIn Integration - Email sequences - Website tracking - Lead scoring Value for money 4.1 (494) 4.1 Based on 494 reviews ## Integrations Copper connects with a mix of marketing, scheduling, and productivity tools. These integrations, offered through both native and third-party links, help SMBs sync contacts, automate outreach, and streamline daily workflows across commonly used platforms. Popular integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Jira](https://www.capterra.com/p/19319/JIRA/) Barkha Bali Content Writer Linking Copper with tools for email marketing, scheduling, and workspace collaboration helps your sales team reduce manual entry, keep contacts updated, and automate follow-ups without switching between systems. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (498) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (498) 4.3 Based on 498 reviews ## User reviews Overall rating 4.4 Based on 622 reviews Filter by rating 5(359) 4(183) 3(42) 2(21) 1(17) Mentioned topic Sorted by most recent SR Sarah R. VP, Client Relations Marketing and Advertising ### "Copper is very helpful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 14, 2025 The customer service team is very responsive, and Copper has helped me become 10x more productive. I recommend it to everyone, particularly for sales and client relations. Pros I love the task manager and ease of keeping track of contacts. Tags help me stay organized, and adding custom fields to every record type is very helpful. Cons Sometimes it runs a little slow. I can't merge duplicate companies without scrolling through the entire list. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PS Paul S. Owner Insurance ### "Copper - The Real MVP" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 4, 2025 Overall Copper has been an invaluable partner to the agency. A month after implementing it our sales skyrocketed and have been growing ever since. Pros Copper has made managing my insurance sales pipelines an absolute dream! It's integrations with Google workspace streamlines every aspect of the sales process and has even streamlined our servicing and policy renewal process. Coppers interface is polished and very user friendly. Cons I wish I had more control over automatons, this isn't as much as a dislike than it is a wish I had. Copper is constantly developing so I'm sure it's only a matter of time before more customization comes to their automatons. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Copper Google Workspace integration. We run on Google, from Chromebooks, to androids and everything in between. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 6, 2025 Hi Paul, Thank you so much for sharing your feedback. We love to hear that Copper has helped you streamline your process, better capture your operations and grow your business. We appreciate the feedback on automations and I'll share it with the team. We're continuously looking for ways to improve our features, and we may reach out to you in the future for product feedback! Melanie at Copper AA Anna A. Head of Sales Computer Software ### "Disappointing support and no flexibility on cancellations" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 6, 2025 Our experience was fine in the early days, but over time it became frustrating. The billing and cancellation process is rigid and inflexible, especially for long-time customers who simply forget a legacy seat renewal. Copper refused to make an exception despite inactivity and prompt communication. It doesn’t feel like a customer-first approach, which is disappointing given how small the account is and how long we’d previously been customers. Pros The interface was clean and simple when we first used it. It integrated decently with Google Workspace Cons Inability to cancel easily. We haven’t been using Copper for over 3 years, but the subscription kept auto-renewing. When I reached out to request a refund right after renewal, support declined—even though the account had been completely inactive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 16, 2025 Hi Anna, I'm sorry to hear you've had a frustrating experience with Copper. Providing excellent customer support is one of our top priorities. You account did renew within our terms of service, and when you followed up regarding a refund, we did promptly refund you within the same day. Your account has now been refunded. We hope you reconsider this negative review and we are here if you need any further assistance. Melanie at Copper ZR Zach R. VP Of Sales and Marketing Building Materials ### "Simple but Powerful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 7, 2025 I have enjoyed it. Even with a few things I wish they had, the customer service team is helpful to explain whether or not certain things can be utilized. Pros Love the reminders and tasks that we can set to followup or complete tasks with customers. It allows me to assign them to myself or other team members. Cons Lack of templates for emails or sending estimates through it. I would love to be able to send estimates outside of my accounting software and send them through my CRM Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 9, 2025 Hi Zach, thanks for the kind review! Love to hear that reminders and tasks are helping keep your team organized. Regarding your feedback on sending estimates, I've passed your feedback along to our product team for future consideration. DB David B. CEO Design Principle Architecture & Planning ### "Copper - A Very Good CRM." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 3, 2025 I have had a good experience with Copper. Since my firm runs on Google workspace it is a seamless experience. Pros I like the integration with Google Workspace and the overall functionality of it. It has given me clarity abut my pipeline. Cons I really don't have any negative comments about Copper. Its the first CRM I've used - I have nothing else to compare it to. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reasons for choosing Copper It was too complex for a frim the size of mine. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 9, 2025 Hi David, thank you so much for the kind review! BW Brett W. Agency Owner Marketing and Advertising ### "Good intro platform with some external tracking shortcomings." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 1, 2025 We have since moved away from Copper, though it's probably a good solution for a small business getting into the CRM game. Pros Generally easy setup, though the effort was more on getting my team to adopt the platform. So that's more on us than Copper. Cons Inability to ingest UTM tracking parameters natively. We had to use a 3rd party tool in order to connect the attribution dots. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [Wishpond](https://www.capterra.com/p/145745/Wishpond/) Reasons for choosing Copper Better value. More native integrations. Cleaner interface. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 3, 2025 Thanks for the feedback. We’ve added attribution and UTM tracking to our product request process, and we will explore ways to make tracking easier. Appreciate you helping us improve! BS Bethany S. Finance Coordinator Non-Profit Organization Management ### "Copper is Queen" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 May 8, 2025 I am in Copper every single day. It keeps me on task and I can check in on what my colleagues are doing. Pros It tracks tasks, projects, people and companies. I can see the interactions my colleague have with customers and it is very customizable Cons It would be great if you could share a task with others, as in both people owning it. Or creating duplicate tasks. But its minor Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 13, 2025 We’re thrilled to hear you’re enjoying Copper! Great news — support for multiple task owners is on our roadmap, so stay tuned. SM Stephen M. President Marketing and Advertising ### "Perfect for SMEs. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 24, 2025 Excellent! HubSpot had too much of a learning curve. We were up and running with Copper in one day. Pros It's a simple integration with the Google tools we already use. Cons It can be buggy sometimes. Adding emails from Gmail was simpler before they started moving things around. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Ease of use, time required to manage and cost Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Amy M. Business Development rep. Staffing and Recruiting ### "Copper works for me" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 March 17, 2025 I would say its been pretty good for the most part. Pros I like the user friendly access you have to your complete sales funnel at any given time or place. Cons When entering a sales prospect having to add so much information. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JG Jake G. Marketplace Manager Marketing and Advertising ### "Its good, but constantly logs you out which is frustrating" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 February 28, 2025 Its good when im signed in and use it but it logs me out constantly Pros Lead gen, opportunity tracking, mass email tool Cons Always signs you out, the extension is buggy and no longer autofills information Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 19, 2025 Hi Jake, thanks for the review! We're glad to hear it's helping your lead generation tactics. Regarding Copper signing you out - that's should definitely not be what you're experiencing. Can you reach out to our support team at support@copper.com? [View all Reviews](https://www.capterra.com/p/141642/Copper/reviews/) ## FAQs Yes. Copper offers native integration with Gmail, Google Calendar, Google Contacts, and Google Drive. These integrations are available across all plans and help users manage CRM tasks directly from their inbox and calendar. Yes. Copper is designed for small and midsize businesses that rely on Google Workspace. It simplifies contact management, sales tracking, and task automation without requiring complex setup or training. Yes. Copper provides mobile apps for iOS and Android devices. Users can manage contacts, tasks, and opportunities on the go, and sync data with Google Workspace tools like Gmail and Calendar. Copper offers live chat, help center articles, webinars, and onboarding support for eligible Business and Professional tier accounts. Premium support includes access to a customer success manager. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Copper’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [How To Scale Your Customer Service Operations: A CX Pro’s Roadmap](https://www.capterra.com/resources/ai-powered-customer-service/) Published August 14, 2024 by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) and [Shep Hyken](https://www.capterra.com/resources/author/shep-hyken-guest-contributor/) ### [Capterra Value Report: A Price Comparison Guide for CRM Software](https://www.capterra.com/resources/CRM-software-pricing-report/) Published March 1, 2024 by [Baljeet Kaur](https://www.capterra.com/resources/author/bkaur/) ### [Improve Customer Data and CRM With Master Data Management](https://www.capterra.com/resources/master-data-management/) Published September 26, 2023 by [Adam Carpenter](https://www.capterra.com/resources/author/acarpenter/) ### [Types of CRM Software to Know Before You Buy](https://www.capterra.com/resources/types-of-crm-software/) Published March 24, 2026 by ### [How To Leverage Your CRM for Better Sales Pipeline Analysis](https://www.capterra.com/resources/sales-pipeline-analysis/) Published August 17, 2023 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) ### [5 Key CRM Software Features And Top Products That Offer Them](https://www.capterra.com/resources/crm-software-features/) Published August 7, 2023 by [Shephalii Kapoor](https://www.capterra.com/resources/author/skapoor/) ### [Customer Data Management in Marketing: What You Need to Know](https://www.capterra.com/resources/data-management-in-marketing/) Published March 15, 2023 by [Gary Froniewski](https://www.capterra.com/resources/author/gfroniewski/) ### [5 Top-Rated Lead Management Software For Small Business](https://www.capterra.com/resources/lead-management-software-for-small-business/) Published July 3, 2024 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [As Support Demand Rises, Technology is Boosting Customer Satisfaction for 63% of U.S. Businesses](https://www.capterra.com/resources/how-technology-helps-to-improve-customer-satisfaction/) Published July 30, 2024 by [Laura Burgess](https://www.capterra.com/resources/author/laura-burgess/) and [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) Popular comparisons [HubSpot CRM vs Copper](https://www.capterra.com/compare/141642-152373/Copper-vs-HubSpot-CRM)[Salesforce Sales Cloud vs Copper](https://www.capterra.com/compare/61368-141642/Salesforce-vs-Copper)[Zoho CRM vs Copper](https://www.capterra.com/compare/141642-155928/Copper-vs-Zoho-CRM)[Bigin by Zoho CRM vs Copper](https://www.capterra.com/compare/141642-204998/Copper-vs-Bigin-by-Zoho-CRM)[EngageBay CRM vs Copper](https://www.capterra.com/compare/141642-178819/Copper-vs-EngageBay-Marketing)[Dynamics 365 vs Copper](https://www.capterra.com/compare/141642-157279/Copper-vs-Dynamics-365)[eWay-CRM vs Copper](https://www.capterra.com/compare/141642-152769/Copper-vs-eWay-CRM)[Pipedrive vs Copper](https://www.capterra.com/compare/132666-141642/Pipedrive-vs-Copper)[Kylas Sales CRM vs Copper](https://www.capterra.com/compare/141642-210630/Copper-vs-Kylas)[Odoo vs Copper](https://www.capterra.com/compare/135618-141642/Odoo-vs-Copper) [Ploomes CRM vs Copper](https://www.capterra.com/compare/141642-207290/Copper-vs-Ploomes)[Nutshell vs Copper](https://www.capterra.com/compare/141642-144340/Copper-vs-Nutshell)[ActiveCampaign vs Copper](https://www.capterra.com/compare/79367-141642/ActiveCampaign-vs-Copper)[Bitrix24 vs Copper](https://www.capterra.com/compare/113540-141642/Bitrix24-vs-Copper)[Brevo vs Copper](https://www.capterra.com/compare/132996-141642/brevo-vs-Copper)[Mailchimp vs Copper](https://www.capterra.com/compare/110228-141642/MailChimp-vs-Copper)[monday CRM vs Copper](https://www.capterra.com/compare/141642-245800/Copper-vs-Monday-CRM)[Meritto vs Copper](https://www.capterra.com/compare/141642-250169/Copper-vs-Comprehensive-Admission-Suite)[Act! vs Copper](https://www.capterra.com/compare/141642-175860/Copper-vs-Act)[HubSpot Sales Hub vs Copper](https://www.capterra.com/compare/141642-214215/Copper-vs-HubSpot-SalesHub)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)